See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,735 | $227,553-80.3% | $189,557-76.4% | $167,490-73.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 12.67% | 78.40%-65.7pp | 64.17%-51.5pp | 478.56%-465.9pp |
| Employer contribution / active EE | $3,776 | $5,316-29.0% | $4,412-14.4% | $4,837-21.9% |
| Participant deferral / active EE | $7,084 | $7,002+1.2% | $6,174+14.7% | $6,341+11.7% |
| Admin fee / account holder | $18 | $11,878-99.9% | $9,807-99.8% | $12,309-99.9% |